Schwab Strategic Tr cmn shares owned by Safeguard Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Safeguard Financial
from 13F filings
Historical chart of Safeguard Financial investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Safeguard Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Safeguard Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 70k | 80.37 |
| 2024-06-30 | $5.4M | 72k | 74.08 |
| 2024-03-31 | $4.7M | 63k | 75.98 |
| 2023-12-31 | $4.4M | 63k | 70.10 |
| 2023-09-30 | $3.8M | 59k | 64.46 |
| 2023-06-30 | $4.2M | 63k | 67.08 |
| 2023-03-31 | $4.1M | 62k | 65.57 |
| 2022-12-31 | $4.5M | 69k | 66.02 |
| 2022-09-30 | $3.6M | 62k | 58.51 |
| 2022-06-30 | $3.3M | 52k | 62.41 |
| 2022-03-31 | $3.6M | 50k | 71.39 |